2020-11-20 PPC Meeting notes

Check-in / updates

Information sharing and problem-solving

0

All

RMFG: we are mostly done with the load order decision but ran into a snag when there was a misunderstanding by Liz about whether the order was set for go-live as well. Thank you to Christine for confirming with Laurie at the last minute! The meeting before Thanksgiving was cancelled to give everyone a break.

DCFG: CDL has harvested the Calisphere collections that were selected by Vanguard campuses into Primo. You can find the collections in Primo here. (NB for Discovery: it would be useful if the search scope at a given campus is set up tp display digital content from other campuses)

IC-PPC Ex Libris Subgroup A (Liz): Retracting my previous notes and agenda item. I spoke with Lynne and Carlo and we’ll be working up a draft together and then sending it around to both the ICs and PPC for further comment. Stay tuned!

DISCOVERY: Continuing with usability testing subgroup work in partnership with FG’s.

AEFG: Good feedback for 11/16 P2E session - with thanks. 11/18 meeting time was devoted to E-Resources Migration session with Ex Libris. Next meeting is 12/2. Participating in Discovery FG subgroup; CDI discussions, other asynchronous work. Resuming last testing after Thanksgiving break.

PSELG: Continuing to gather information about UC OA cataloging policy.

Fulfillment: Reviewing Fulfillment configuration form from Vanguard, and identifying any changes and additions we need to include for Test configuration. Finalized Strategy for Resource Sharing with Worldshare ILL and NCIPintegration decision pages to move along to PPC/ICs.

Add group updates ahead of meeting

Decisions needed

Review and approve decisions

What decisions are still pending which will impact task load?

60

All

Approve the following decisions:

• Discovery: (All Phases) Primo VE for NZ (Consortia Union View)

  • Decision not to have a union view

  • Who should name the “UCS Network” option? Does this include only items in the NZ? The local library catalog for instance includes items not in the NZ. (NOTE: RMFG found that we can see things that other campuses haven't linked to the NZ
    it depends on the configuration). Would this scope exclude the local catalog from the search?

  • List out what is included in the “UCS Network” scope

  • This decision page is approved by PPC.

• RMFG: (Test Load/Go-live) Order of Network Zone Record Loading

  • Note: Cannot change NZ load order after test load. This decision is the load order for the NZ that was approved by RMFG.

  • Used a robust framework for creating criteria to determine the ranking

  • This decision page is approved by PPC.

• Fulfillment and ILL:

  • (TEST Load) Strategy for Resource Sharing with WorldShare ILL and 

    • Borrowing outside of UCs. Could potentially configure two different options for testing during test load. Downside is that this provides 2 forms for patrons which could be confusing. If Illiad is made lender of last resort, the request automatically becomes a resource sharing request. Documentation has been created to help other campuses configure for this.

    • This decision is about testing Illiad as lender of last resort. If it doesn’t work, the fix is to turn on the original config created in vanguard (general electronic service). If that happens, Fulfillment will continue to tweak this.

    • This decision is approved by PPC.

  • (Post Go-Live) Alma/VDX NCIP Integration:

    • Question: Who would be this “representative” mentioned in this recommendation “We recommend that a representative of the SILS cohort negotiate with OCLC on behalf of the institutions to potentially reduce the upfront cost and yearly maintenance fee for the integration.”

    • Fulfillment found that it would be useful for all campuses to add/purchase NCIP. This will automatically create and delete circ-on-the-fly records. Having this will automate workflows for all campuses.

    • Recommending that NCIP2 be purchased for all new campuses and that a price be negotiated on behalf of campuses. Is this something for CDL? Who at CDL would this go to? Maybe Michael Walmsley? (CC Joe Ferrie when emailing Michael). When would service be started?

    • This decision is approved by PPC.

MVP

Debrief after SILS Chairs

How will PPC approach this?

10

Xiaoli

• Presentation slides are here

• Each FG chair should take this topic to their group.

  • What’s your definition of MVP? What pieces should be working and how are we using them?

    • shared data/minimum NZ expectations

    • systemwide policies/practices (and where is local config a influence on this?)

      • We have recommended policy decisions to address that Ex Libris sent a bit ago, it's in one of our agendas

    • shared services

  • Day 1: what policies/practices should be in place?

    • Public Services librarians will need to know how to access data

    • This will need to have some collaboration with the ICs to avoid duplicating efforts and to all be on the same page.

  • How will PMs track the MVP?

    • Maybe a Google sheet with a tab for each FG where they can add what comes from the discussions in their group.

  • Helpful for MVP discussions can be to look at Working Inventory for Internal Training - https://docs.google.com/spreadsheets/d/1xyXgybBTRCNFEieY4DYWYhNl2WV5egCVqJMaujDkqQM/edit?usp=sharing. I’ll also email this to our PPC listserv

HathiTrust and CDI

10

Liz M

The SCP Advisory Committee met on 11/16 and a few people mentioned HathiTrust records. This might be a subset of the current PSELG decision to some extent but campuses are curious as to whether it’s worth exploring the use of CDI for HathiTrust resources since that would be another category that could be left out of the go-live migration. Campus practices around when/how to add HT resources to their local catalogs varies pretty widely and current SCP policy is to accept HT links if they show up in records but they aren’t considered “cataloged” in the regular sense. They aren’t tracked, SCP doesn’t take responsibility for maintaining them or guaranteeing access or anything like that.

Is this topic worth exploring for go-live?

Concern that focus on this issue will divert attention from other more important issues. Park this idea for now as a discussion/pilot project for post go-live.

The priority for now is focusing on saving $ (where we can negotiate better together) and more efficiencies with workflows

Park this idea for now as a discussion/pilot project for post go-live.

PM Update

5

Christine

• The full list of Alma trainings and timeline can be found at

  • Dec 7 project update & Resource Management part 1 (1 hour) - questions due by 12/2

  • Dec 14 project update & Resource Management part 2 (1 hour) - questions due by 12/9

• Implementation test load activities and dates: https://3.basecamp.com/3765443/buckets/15553579/todolists/3078940349

• Implementation timeline:

Homework

Parking Lot

• December: revisit

• January 2021: Testing continuity of service:

• For January: CDL shared services

  • Who from CDL should PPC liaise with?

  • Can CDL create a list of shared services that they will be providing? Would like to create a document that could be shared with cohort.

  • What services is CDL currently doing? What services will CDL be providing in production?

TOTAL

90/90